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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

ClientFol.io, a top-tier SaaS platform for coaching organizations, supports unlimited clients. Mitch Russo, a seasoned 30-year master coach, designed this platform with a prime focus on reducing admin time and amplifying results. With a strong emphasis on accountability and goal tracking, ClientFol.io integrates the major functionalities needed to elevate the coaching experience. It smoothly and intuitively handles tasks that coaching organizations need to run smoothly and efficiently. Effortlessly manage sessions for individuals or groups, set up recurring payments, and generate custom invoices - all branded to your company's image. The payoff? Less time on admin tasks and more quality time with your clients. The system nudges clients to stay accountable, leading to glowing testimonials, improved follow-through, and tangible, measurable results weekly. With the integrated Client Portal, all coaching activities are instantly accessible to your clients or team members. And to ensure your clients are always in the loop, integrated reminders about all assignments continuously highlight the value you deliver. With ClientFol.io, watch your coaching organization thrive as you focus on what matters most; your clients!

Description

Coachful is a specialized client CRM tailored for coaching businesses instead of traditional sales teams. Each client profile encompasses a comprehensive view that includes contact information, responses to intake forms and questionnaires, session histories, personal notes, assigned programs, progress tracking, check-ins, and payment records. Potential clients move through a streamlined intake pipeline starting from their initial inquiry to becoming a paying customer, utilizing features such as capture forms, automatic deduplication, segmentation, and tagging. The system automates essential processes like onboarding, follow-up communication, renewals, and re-engagement, eliminating the need for manual tracking. In contrast to generic CRMs, Coachful transforms client records into interactive tools where coaches can schedule upcoming sessions, initiate video calls, send messages, assign programs, modify goals and habits, or process payments directly from the client’s profile. Teams benefit from shared client lists, specific coach assignments, and detailed role-based permissions that enhance collaboration and efficiency. Additionally, all updates made by coaches in the CRM are instantly reflected in the client’s personalized portal and mobile application, ensuring seamless communication and engagement. This integration significantly enhances the user experience, making coaching more effective and organized.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Authorize.Net
PayPal
Stripe Billing

Integrations

Authorize.Net
PayPal
Stripe Billing

Pricing Details

$29.97 per month
$29.97/month per coach
Free Trial
Free Version

Pricing Details

$49/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Mindful Guidance

Founded

2005

Country

United States

Website

www.ClientFol.io

Vendor Details

Company Name

Coachful

Founded

2026

Website

www.coachful.co

Product Features

Coaching

Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Tutoring

Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports

Product Features

Coaching

Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching

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